BUFG

Ft Vest Buffered Allocation

Latest period2026 - Q2Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 6 superinvestors own shares of Ft Vest Buffered Allocation (BUFG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Buffered Allocation (BUFG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Buffered Allocation (BUFG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Buffered Allocation (BUFG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Luke Mooi@Centennial Wealth Advisory Llc
Recent Activity
Increased 14.13%
4.85%
$22.453M
765,916 shares@ 29.32 avg price
William Dudley Webb Jr.@World Equity Group, Inc.
Recent Activity
Increased 1.2%
1.13%
$5.003M
170,648 shares@ 29.32 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
0.02%
$623,279
21,261 shares@ 29.32 avg price
Kristy Michelle Afraimi@Bam Wealth Management, Llc
Recent Activity
New Position
0.27%
$422,496
14,412 shares@ 29.32 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
0.05%
$232,884
7,944 shares@ 29.32 avg price
August Santillo@Jfs Wealth Advisors, Llc
Recent Activity
New Position
0.01%
$2,316
79 shares@ 29.32 avg price

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